Employee Presentations

Keystone Advice Group providing advice in Investments, Insurances, Mortgages and Financial Planning.

In one hour workshop, the Keystone Advice Group Team will take you through the Spring Clean Your Finances highlights tour with immediate take-aways to improve your personal financial well-being. This will include debt management (and the actually-not-so-dreaded budget), mortgage structuring, insurance know-how, and retirement planning. Bring along your list of questions as this will be an interactive discussion. 

Oh, and we'll throw in a bit of humour too.